Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Department
The Alternative Investments product area within Investment Solutions is responsible for sourcing, manufacturing, developing, managing, and marketing alternative investment products/investments, such as:

Hedge Funds
Funds of Hedge Funds
Managed Futures
Private Equity
Private Credit
Real Estate Funds
Exchange Funds
Real Assets
Alternative Investments has approximately $235B+ in assets under management. The primary users/investors include $1 million dollar+ net worth wealth management clients and their Advisors.

Position Summary:

The Alternative Investments Product Management team is responsible for supporting the offerings on the Wealth Management Alternative Investments platform post-launch. The group is seeking a highly motivated leader to join the team as a Product Management Lead to oversee & support this function with an emphasis across all of the Alternative Investments product areas. Product management entails supporting maintenance of products and platforms, working closely with control partners on various technology and strategic projects, and perform a number of oversight functions.

Key responsibilities will include but are not limited to the following:

Manage a team and provide oversight of day-to-day functions
Ability to provide timely updates and presentations to key stakeholders within the organization
A subject matter expert (SME) on alternative investments products
Fund setups, process changes, FA notifications, fund inventory maintenance, etc.
Offering documents and marketing material updates, and maintaining relationship and active dialogue with fund managers to be well informed of the funds' latest statuses
Participate in various product review and technology/platform committees acting as a SME for the products
Responsible for the maintenance of policies and procedures by identifying opportunities to enhance controls and mitigate risks as well as interacting with internal audit and product risk
Serve as the point of contact for asset managers and sponsors on prospectus and contract reviews, product changes, share class conversions, trading support, and other related matters
Work with the Alternative Investment Sales Desks and the Investor Relations team on FA inquiries related to product availability, platform related issues and product information
Be actively involved in any product management related projects and initiatives Experience
9-13 years of financial services industry experience Skills/Abilities

Ability and experience managing a team and overseeing day-to-day functions
Strong interest in alternative investments, prior knowledge and experience a plus
Excellent analytical skills, strong attention to detail and proactive mindset
Must be proficient in Word, PowerPoint, and Excel (functions, formulas, and macros)
Prior experience managing strategic initiatives and experience in alternative investment products a plus
Strong judgment in prioritizing, evaluating, and sharing information as appropriate, and determining issues requiring escalation
Ability to work independently, often on multiple assignments concurrently, while adhering to deadlines and the group's standards
Strong interpersonal, collaborative and team skills including ability to work with third party investment managers
Series 7 a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.